Wealth Group, Ltd.
Holdings in ITIC
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $263,120 | 1,054 | Shares | Sole | 2026-01-22 |
| 2025-06-30 | $222,710 | 1,054 | Shares | Sole | 2025-08-19 |
| 2025-03-31 | $508,196 | 2,108 | Shares | Sole | 2025-05-07 |
| 2024-12-31 | $499,090 | 2,108 | Shares | Sole | 2025-02-06 |
| 2024-06-30 | $379,714 | 2,108 | Shares | Sole | 2024-08-13 |
| 2024-03-31 | $344,004 | 2,108 | Shares | Sole | 2024-05-10 |